Senior Trust Officer – Special Needs Trusts

About the role

The Senior Trust Officer will serve as a trusted advisor to beneficiaries, families, caregivers, attorneys, and financial professionals, overseeing a portfolio of Special Needs Trusts and related fiduciary accounts.

Responsibilities

• Serve as the primary relationship lead for a portfolio of Special Needs Trusts and fiduciary accounts
• Administer trusts in accordance with governing documents, fiduciary standards, and applicable regulations
• Guide families and caregivers through thoughtful distribution decisions while maintaining SSI and Medicaid eligibility considerations
• Partner closely with beneficiaries, estate planning attorneys, caregivers, CPAs, and financial advisors
• Interpret trust documents and oversee trust administration workflows with precision and care
• Collaborate with internal operations and investment teams to deliver a seamless client experience
• Anticipate client needs and provide proactive guidance in sensitive or nuanced situations
• Contribute to the continued growth of a specialized Special Needs Trust practice

Requirements

• 7+ years of trust administration and fiduciary experience
• Strong Special Needs Trust exposure (First Party, Third Party, pooled trusts, etc.)
• Experience handling estate settlement and/or complex trust administration matters
• Deep understanding of fiduciary principles, trust operations, and estate workflows
• Working knowledge of SSI, Medicaid, and public benefit considerations
• Experience working directly with high-net-worth families, beneficiaries, caregivers, and professional advisors
• Strong communication and relationship management skills
• Ability to operate independently within a boutique, client-focused environment

Qualifications

• CTFA strongly preferred
• JD, CFP, or CPA highly valued
• Experience within trust companies, private banks, RIAs, family offices, or boutique fiduciary firms

Skills

• Trust Administration
• Fiduciary Management
• Estate Settlement
• Special Needs Trust Administration
• SSI and Medicaid Compliance
• Client Relationship Management

Benefits

Not specified

Pay

Up to $140K Base + Bonus (Great Upside Opportunity)

Schedule

Not specified

Benefits

Not specified

MOHR Talent

Equal Opportunity Employer